How to Generate Concise Invoices (BASC and Holiday Programmes)
Scenarios
You want to know how suitable a Concise invoice would be for your Before and After School Care or Holiday Programme activity.
You want to find out how to generate Concise Invoices for your activity.
This document assumes the following.
You know what activity category you will be using on Enrolmy.
You know the business rhythm of your activity and how it relates to your invoicing.
Concise Invoices
This article covers:
What concise invoices are.
When a concise invoice should be used.
How to change your activity settings to generate concise invoices.
In Enrolmy, you can generate two types of invoices:
A detailed invoice - displays each session's information in a separate row. Click here to find out more about detailed invoices.
A concise invoice - aggregates all sessions and displays a single row with the totalled number of sessions and the total amount.
Example of Concise Invoice
When should you use a Concise Invoice?
If you are running a Lessons and Classes activity where a customer must book ALL sessions, a Concise Invoice would be appropriate here, as you will have one total charge.
Where do I change the settings for this?
Navigate to the Edit Activity page.
Scroll down to Invoice Settings.
Click on the blue Show Advanced Options.
Use the drop-down menu to select which type of invoice you want to generate for this activity.
